Reserve Study proposal details, Study inclusions, time period, financial and property analysis, funding method and scope of services,and the client review and revision process.

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3650 Concorde Parkway – Suite 100, Chantilly,VA 20151  www.usicommercial.com
The Reserve Study
Function and Purpose

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Agenda
• Introductions
• Presentation objectives and discussion
• Moderator – Martin Smith, Director ofTraining
• Expert – David Rothbart, Director of Reserve Study Operations
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Bio – David Rothbart, RS
• David Rothbart, RS
Director of Reserve Study Operations
CAI Certified Reserve Specialist
NSEC Certified Environmental Consultant
Nevada Licensed Reserve Specialist
Tremendous experience planning and completing studies
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About USI Commercial
• 25 years of service
• National coverage
• Industry leading technology
• Local employee service delivery
• Skilled local employee Reserve Study Specialists
• Centralized and standardized reporting
• Professional engineering
• Other services

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The Reserve Study
A Reserve Study includes two main sections:
•Physical Analysis of the Property
•Financial Analysis
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Importance of the Proposal
• Sets the Parameters of the Study
• What Components are in the Study
• What Components are not in the Study
• Defines the Financial Analysis
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Proposal Details
•Study Performed to CAI National Standards
•Assures you of a quality financial guide
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Property Description
• The Community Location
• What the Community Consists of
• Buildings – Roadways – Amenities, etc.
• When was the Property Built
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Items Included in the Study
• All Common Components and Elements
- For which reserves are to be accumulated
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Scope of Services
• Review of Site and Building Plans
• Review of Component Maintenance Plans
• Review of Existing Reserve Financials
• Review of Existing Reserve Fund Study
• Compile and Inventory Components
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Scope of Services
• Conduct an On-SiteVisual Survey
• Provide Estimate of Component Life
• Include Photographs of Areas and Systems
• Provide Replacement Cost Estimates
• Provide Financial Schedule
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Study time Period
• 30YearTime Frame for Study
Unless otherwise specified by client
• Reserve Study Updates Every 3-5Years
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Client Review and Revisions
• Collaborative Approach
• Interactive Relationship with Clients
• Comprehensive On-Site Evaluation
• Review of Study
• Revisions Within 60 Days if Necessary
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Funding Method
• Cash Flow with Full Funding objective
• Combination removes weaknesses
• Provide known costs if available
• Non-disclosed component replacement costs provided
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AdditionalTesting and Specialty Inspections
• Conditions May Warrant Additional Inspections
• Commercial Assessments is a Full Service Inspection Firm
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Let us help you
• By reviewing your Reserve Study needs
• By providing a proposal
• www.usicommercial.com/reservestudies
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Contact information for your Reserve Study Needs
888-225-3755
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